Change a template's status

Understanding template status

Want to let your team know whether a template is ready to use? That’s what template status is for - it shows if you’re still building it or if it’s good to go.

Tallyfy gives you 4 status options:

• Started: Just beginning to create the template.
• In progress: Currently being worked on, maybe by several people.
• Finishing: Almost done, perhaps under final review.
• Published: Complete and ready for people to launch processes from it.

Who can change the status?

Here’s where it gets interesting - changing a template’s status works differently than editing its content:

• Administrators: Can change the status from anywhere (the main Templates list or within the Template Editor settings).
• Standard members: Can always change the status from the main Templates list. They can also change it in the Template Editor settings if they have permission to edit that specific template.
• Light members: Can’t edit templates, but they can still change the status of a template from the main Templates list. (Yes, really!)

Changing template status

You’ve got two ways to change a template’s status:

Method 1: From the main Templates section

1. Head to the Templates section in Tallyfy’s left sidebar.

2. Find the template you want to update in the list.

3. Click the current status shown next to the template’s name (for example, where it says “Published”).

4. Pick your new status from the dropdown menu. Done!

   

Method 2: From the Template Editor (Admins/Standard members with edit rights only)

1. Open the template in Edit mode - just click the pencil icon.

2. Click the Settings (or Config) button in the top toolbar.

3. Switch to the Summary tab.

4. Find the Status dropdown menu and select what you need.

5. Click Save Changes if you see the button (sometimes Tallyfy saves it automatically for you).

   

Related articles

Templates > Edit a template

Tallyfy allows template editing through the Edit icon on template cards where Standard or Administrator members can modify steps descriptions settings and other template elements in the Edit view.

Members > Change the role of a member

Administrators can change member roles in Tallyfy by navigating to Settings > Organization > Members clicking the member’s name and selecting a new role from the dropdown with changes taking effect immediately.

Templates > Publish a template

Publishing templates in Tallyfy involves clicking Edit on your template going to Settings and switching “Public to the world” to yes which creates a shareable link allowing external stakeholders to view template structure without login while keeping all operational data private and secure.

Templates > Configure your template

Template settings in Tallyfy allow customization of how templates function including general actions summary details organization access permissions and export options through the Settings or Config button available to Administrator members and authorized Standard members.

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